Charter Capital Management Review


Trust Score 95%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

Charter Capital Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. Charter Capital Management manages $195.0 million and provides investment advisory services for 283 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $689,133
Hybrid Advisor No
Disciplinary History No
Total AUM $195.0 million
Advisor / Client Ratio 1:57
Headquarters Brookfield, WI
SEC Filings Forms and Brochures    (CRD # 35919)
State(s) Registered FL, WI


Questions & Answers



Get answers about Charter Capital Management


Ask a question question_answer


Share Firm Profile